Search results

  1. N

    Yawn....... Israel attacked by Hamas

    What is the reason that Palestinians didn't accept the 1947 UN Plan? I read that it was because of getting short changed in terms of land. In retrospect it might have worked out better for them.
  2. N

    Utility ETFs down hard… why?

    There are 2 ETFs that I found are principally invest in BBB rated CLOs: JBBB CLOZ. There is one other ETF that seems to have the same return profile as a BBB rated ETF: ICLO. JBBB Janus Henderson B-BBB CLO ETF The investment seeks capital preservation and current income by seeking to deliver...
  3. N

    VinFast Auto Ltd $8.09 buy(0010)

    Vinfast is just another POS SPAC. See you at <$1 in 6 months.
  4. N

    Utility ETFs down hard… why?

    XLU chart looks like its bottomed. It doesn't do down any more. It was up 1% today. 3.6% yield doesn't seem that useful in this environment so you have to believe the utilities can raise their rates to do well. If you want yield you can get 8-12% on leveraged loans or even BBB CLOs. Just like...
  5. N

    Want to go long Crude oil

    UCO = +2X USO (CL futures) SCO = -2X USO ERX = +2X XLE ERY = -2X XLE GUSH = +2X XOP DRIP = -2X XOP GUSH was up the most today at ~8%. Oil & Exploration are usually more volatile than the Oil majors. Also XOP is equal weighted vs XLE which is market cap weighted which pretty means you rely on...
  6. N

    Job numbers hot, rates up, inflation up... markets up big-time?

    You obviously never worked in the government if you believe they are competent. My father worked for the DOD & IRS and he told me most of his colleagues did nothing all day except take lunches & dinners. Oh they also ran businesses on the side. Your writings suggest you're another victim of...
  7. N

    Job numbers hot, rates up, inflation up... markets up big-time?

    From listening to the usual suspects on CNBC/Bloomberg I get the impression that they believe this is the last big NFP number & that salary rises are falling. I mean the TLT did a major reversal intraday (it went up 2% from the bottom), although it is still negative.
  8. N

    Time to lock in 4.7% returns on your savings for 10 years?

    I found 2 CLO ETFs that have yields approaching 10+%. Both buy BBB-B rated CLO tranches. [based on average yield of last 4 months] CLOZ 10.8% (Panagram Bbb-B Clo ETF) JBBB 8.5% (Janus Henderson B-BBB CLO ETF) I think the AAA CLO ETFs get about 6-7% yield. There is also a lot of Leveraged Loan...
  9. N

    McCarthy losing is bad for equity and debt mkts

    Reminds me of some of the alt right blogs (Roissy aka Heartiste) I used to read during the GFC up until 2015. Some of the bloggers used to refer to Obama as the Gay Mulatto.
  10. N

    Why the big bounce today?

    30yr hit 5% but not for long. Poor ADP numbers is the culprit. Travel & Leisure jobs are still strong though.
  11. N

    How they gonna intervene in the Yen?

    I guess that was the tremor at 1017EST on the DXY. What exactly did they do? BOJ doesn't seem interested in rate normalization so every time it hits 150+ I guess we will see this. Strange that after 34 years they are still doing extent & pretend.
  12. N

    anyone record Bob Posani of CNBC talk on regional bank today

    There are 4 liquid banks with div > 7.5% and a few illiquid ones. TFC 7.53% FIBK 7.66% KEY 7.85% NWBI 7.85% There are 4-5 more with dividend yield > 8% but don't trade much or are microcaps (see pdf). All the regionals are on the KRE ETF so you can just check the individual constituents.
  13. N

    Do bond yield increases trigger stock market pullbacks?

    If you study academic Finance the infamous CAPM theory (Capital Asset Pricing Model) does talk about the correlation of interest rates to security valuations (as detailed in Graham & Dodd's famous works). If the discount rate rises (aka interest rates) the valuation has to go down. Present...
  14. N

    QQQY

    Yeah I've been monitoring the performance of JEPY & QQQY and they seem constantly perform better than the SPY & QQQ, respectively. What I don't understand is why? If you're selling ATM 0DTE put options and the market goes down shouldn't you underperform? I thought put selling would benefit you...
  15. N

    Pershing Square’s Ackman said the US economy beginning to slow, & the Fed is done

    The guy is a psychopath. He loves to lie & cheat to make money. Will he be coming back on CNBC and cry crocodile tears like he did in March 2020? Why does anybody listen to this psycho.
  16. N

    Is crime hurting out economy ?

    Lots of bay area cities but not SF or Oakland. They have become shitholes especially Oakland. Oakland the city where if you park your car you will be guaranteed to get BIPed.
  17. N

    What game is Blackrock playing?

    Aladdin is the westernized pronunciation. The original Arabic is Allah Udin. It is a very common name all over the Muslim world just like Ali or Mohammad.
  18. N

    QQQY

    In 12 days they have a 5.6% dividend? That's pretty amazing. Defiance S&P 500 put selling ETF JEPY has a 4.6% dividend in 9 days. I think Defiance has one for Russell 2000 coming as well (I saw Jablonski on ETF Edge on CNBC).
  19. N

    Forever Bull Market

    The user that is the closest to v-shape-0DTE is dozu, the guy that loved going long TQQQ. If he was Rickshaw he would tell you go long overnight and make millions.
  20. N

    0DTE options craze

    Its definitely gambling but even in gambling there are some that are better than others. I first heard about the ODTE trades on r/WSB back in 2021. It is the quickest way to YOLO yourself to massive losses. Then you can post your loss porn on r/WSB.
Back
Top